SMARTIN Financial Services
About the company
SMARTIN Financial Services is a financial advisory and planning practice on the Sunshine Coast that has been operating since 2009. Shane Martin is the Owner and Director. Shane Martin is a Qualified Financial Planner and a member of the FPA. He holds a Cert. IV Financial Services (Finance/Mortgage Broking) and a Dip.
Financial Services (Financial Planning), and is registered as a Tax (Financial) Adviser with the Tax Practitioners Board. SMARTIN Financial Services is FAAA and AFCA certified and licensed. The practice offers a free initial consultation. Services include superannuation, personal insurance, tax, and investments.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I highly recommend Shane. He has been been giving amazing financial advise to us for about 18 years. I value his honesty and professionalism. It helps that he has a friendly and warm personality and an absolute delight to work with.
Shane was very proactive in solving a problem I had experienced with the incorrect cancellation of my income protection policy by the insurance company. He liaised with the company and they were able to restore my policy without having to redo all of the paper work or provide medical details again. Great work Shane!
I’ve been with SMARTIN Financial Services for a year now and I can honestly say that I can would recommend them to anyone looking to maximise their financial future at any level. Im someone who is from a blue collar background and I’ve always been very cautious when it comes to financial advise. I’ve found Shane and his team to be professional and accomodating when communicating to customise a personal financial plan to suit my family. Plus the ongoing support to put us on a path to manage and maximise our financial future. Long story short , I can recommend having a chat to SMARTIN Financial, I’ve learned so much already, because what you don’t know you don’t know. RW
We have known Shane for over 10 years and we've trusted his advice to help us with insurance and super. We never thought we'd need it more than when we faced two life changing health issues. If it wasn't for the insurance that Shane advised us to get, we'd be struggling financially. His advice was what kept us afloat until the health issues got better. We can't say enough good things about Shane! Thank you so, so much.
I sought advice from Shane regarding super and personal investments. Being from the UK I was unfamiliar with the world of super and also new to investments. Shane provided comprehension and digestible advice, and was always happy to further explanations or guidance, when needed. The whole process was smooth, tailored and personable and I look forward to a continued relationship with Shane for financial management.
Shane has given us invaluable support and advice for the better part of a decade. He is personable and genuinely committed to our financial needs. Legend.
A game changer! Shane has been integral in his advice for my finances, and achieved more in the past year than I have been able to in the past 10 years by myself. Highly recommend using Shane and his team.
Financial advisers & planners in Sunshine Coast compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sunshine Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | SMARTIN Financial Services (this page) | ★ 5,0 | 20 | No |
| 2 | Direct Wealth - Financial Advisor Sunshine Coast | ★ 5,0 | 26 | No |
| 3 | Dalton Financial Partners | ★ 5,0 | 124 | No |
| 4 | Stream Financial - Sunshine Coast Financial Adviser | ★ 5,0 | 121 | No |
| 5 | MB Financial Group | ★ 5,0 | 195 | No |
